Retirement plan

REHABILITATION CENTER FOR CHILDREN AND ADULTS, INC 403(B) PLAN

Name: REHABILITATION CENTER FOR CHILDREN AND ADULTS, INC. - REHABILITATION CENTER FOR CHILDREN AND ADULTS, INC 403(B) PLAN (2021) Form 5500
Creator: REHABILITATION CENTER FOR CHILDREN AND ADULTS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, REHABILITATION CENTER FOR CHILDREN AND ADULTS, INC 403(B) PLAN, REHABILITATION CENTER FOR CHILDREN AND ADULTS, INC.

REHABILITATION CENTER FOR CHILDREN AND ADULTS, INC.EIN 59-0791037Plan #002PY 2021

300 ROYAL PALM WAY - PALM BEACH, FL 33480156-165-5726rcca.orgLinkedIn11-50 employeeshospital & health care

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.6M

+12.5% from 2020

Total participants

+22.2% from 2020

Average account balance

$76,959

-3.6% from 2020

Annual return

15.98%

-1.32 pp from 2020

Benchmarks

See 103,173 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants<25

Cohort103,173 peers

Snapshot2021

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.95M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$123K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

184.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$207K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.11%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$344

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2L2M2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2L
Code section 403(b)(1) arrangement
Plan uses a Code section 403(b)(1) annuity contract as a funding vehicle.
2M
Code section 403(b)(7) accounts
Plan uses Code section 403(b)(7) custodial accounts as a funding vehicle.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$239K

$14939 / participant

Other / not subdivided$239K100.0%

% of EOY assets

14.790%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$76,959

$217,432-64.6%

$185,851-58.6%

$167,553-54.1%

Participation rate

93.8%

86.1%+7.7pp

81.7%+12.0pp

82.1%+11.6pp

Annual return

15.98%

148.43%-132.5pp

122.11%-106.1pp

478.89%-462.9pp

Employer contribution / active EE

$8,834

$5,874+50.4%

$5,168+70.9%

$4,840+82.5%

Participant deferral / active EE

$3,007

$6,357-52.7%

$5,569-46.0%

$6,343-52.6%

Admin fee / account holder

$11,382

$19,820-42.6%

$16,245-29.9%

$12,316-7.6%

REHABILITATION CENTER FOR CHILDREN AND ADULTS, INC 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

REHABILITATION CENTER FOR CHILDREN AND ADULTS, INC 403(B) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion